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CIK: 0001731671
Total reported value
$278.7M
$278.7M
94 檔
14.0%
As reported in its official Q1 2025 Form 13F filing, Altman Advisors, Inc.'s tracked investment portfolio stood at $278.7M with 94 total positions.
In Q1 2025, Altman Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 6.30% | -0.66% | +17.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.34% | -0.14% | +1.84% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.90% | -0.07% | +0.45% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | -0.35% | +2.54% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | -0.11% | +3.01% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.58% | +0.23% | +35.21% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.52% | — | — | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 2.15% | -0.46% | -3.03% | |
| 9 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 1.90% | -0.02% | +3.57% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.68% | -0.68% | -1.08% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | +0.08% | -4.31% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.63% | -0.09% | -0.26% | |
| 13 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 1.63% | -0.26% | -75.24% | |
| 14 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.58% | -0.46% | — | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.52% | -0.45% | -1.75% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.39% | — | +1.81% | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.33% | +0.78% | NEW | |
| 18 | FLIN | Franklin Ftse India ETF | ETF-Other | 1.25% | — | +3.82% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.23% | -0.03% | +1.42% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.19% | +0.54% | NEW | |
| 21 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 1.16% | +0.01% | -0.88% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.12% | -0.01% | -2.09% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.09% | — | +27.29% | |
| 24 | LNG | Cheniere Energy Inc | Stock-Energy | 1.08% | -0.28% | +0.42% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.08% | — | +121.05% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.04% | -36.24% | |
| 27 | MMM | 3m Co | Stock-Industrials | 1.07% | -0.03% | +0.46% | |
| 28 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.04% | -0.28% | +1.51% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.04% | +0.03% | -1.36% | |
| 30 | MFG | Mizuho Financial Group-adr | Stock-Financials | 1.03% | +0.04% | +0.09% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | -0.04% | +0.68% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 1.02% | -0.10% | +1.45% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.02% | +0.38% | -1.38% | |
| 34 | CEG | Constellation Energy | Stock-Utilities | 1.02% | -0.28% | -0.65% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 1.01% | -0.11% | — | |
| 36 | WCN | Waste Connections Inc | Stock-Industrials | 1.01% | — | +0.45% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.99% | -0.73% | EXIT | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.99% | -0.29% | +0.31% | |
| 39 | CB | Chubb Limited | Stock-Financials | 0.99% | — | +1.74% | |
| 40 | C | Citigroup Inc | Stock-Financials | 0.97% | +0.07% | -0.36% | |
| 41 | UBS | UBS Group AG | Stock-Financials | 0.97% | +0.09% | +1.38% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | -0.17% | +2.18% | |
| 43 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.96% | -0.06% | +0.49% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.95% | +0.02% | +1.69% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.35% | +1.20% | |
| 46 | HUBS | Hubspot Inc | Stock-Tech | 0.92% | — | +1.47% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.92% | +0.01% | +1.85% | |
| 48 | TIMB | Tim Sa-adr | Stock-Other | 0.91% | -0.42% | — | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.90% | +0.06% | +1.90% | |
| 50 | ANET | Arista Networks Inc | Stock-Tech | 0.89% | +0.19% | +2.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEUR | Ishares Core Msci Europe ETF | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 8 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 9 | XSVM | Invesco S&p Smallcap Value W | — | NEW | New buy |
| 10 | WMT | Walmart Inc | — | NEW | New buy |
| 11 | AVGO | Broadcom Inc | — | NEW | New buy |
| 12 | FNOV | Ft Vest US Equity Buffer ETF | — | NEW | New buy |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 14 | CBOE | Cboe Global Markets Inc | — | NEW | New buy |
| 15 | NFLX | Netflix Inc | — | NEW | New buy |
| 16 | ABBV | Abbvie Inc | — | NEW | New buy |
| 17 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 18 | FLIN | Franklin Ftse India ETF | — | NEW | New buy |
| 19 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 20 | TSLA | Tesla Inc | — | NEW | New buy |
| 21 | MUFG | Mitsubishi Ufj Finl-spon Adr | — | NEW | New buy |
| 22 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 23 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 24 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 25 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 26 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 27 | MMM | 3m Co | — | NEW | New buy |
| 28 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 29 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 30 | MFG | Mizuho Financial Group-adr | — | NEW | New buy |
| 31 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 32 | MA | Mastercard Inc - A | — | NEW | New buy |
| 33 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 34 | CEG | Constellation Energy | — | NEW | New buy |
| 35 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 36 | WCN | Waste Connections Inc | — | NEW | New buy |
| 37 | ORCL | Oracle CORP | — | NEW | New buy |
| 38 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 39 | CB | Chubb Limited | — | NEW | New buy |
| 40 | C | Citigroup Inc | — | NEW | New buy |
| 41 | UBS | UBS Group AG | — | NEW | New buy |
| 42 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 43 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 44 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 45 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 46 | HUBS | Hubspot Inc | — | NEW | New buy |
| 47 | BAC | Bank Of America CORP | — | NEW | New buy |
| 48 | TIMB | Tim Sa-adr | — | NEW | New buy |
| 49 | MS | Morgan Stanley | — | NEW | New buy |
| 50 | ANET | Arista Networks Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Altman Advisors, Inc. reported a total U.S. public equity portfolio value of $278.7M across 94 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEUR, AAPL, AMZN) accounted for 14.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEUR
市值: $13.7M
During Q1 2025, Altman Advisors, Inc.'s top holdings by market value included IEUR (6.3%)、AAPL (3.3%)、AMZN (2.9%). The largest single position, IEUR, represented 6.3% of total portfolio value.
In Q1 2025, Altman Advisors, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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